D365 HR • F&O • How-to

How do you integrate data into CDS using Data Integrator?

By Parag Chapre
Oct 2 • 2 min read
FourVision data migration d365 hr fo

Data integration between Dynamics 365 Human Resources and Finance & Operations has never been easier!


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The Data Integrator is a point-to-point integration service used to integrate data into the Common Data Service. It supports integrating data from multiple sources — for example, Dynamics 365 Finance and Operations, Dynamics 365 HR & Sales (CRM) into Common Data Service. This service has been generally available since July 2017. It supports Power query or M -based connectors.

Common data service Microsoft

Entity Mapping between Dynamics 365 HR and Dynamics 365 Finance & Operations

The Data Integrator consists of the Data Integration platform such as out-of-the-box templates provided by Microsoft. For example, Dynamics 365 Finance and Operations and Dynamics 365 Sales. In the image below, you can see the default for a data migration between D365 HR and D365 F&O.

Entity mapping Dynamics HR and Dynamics finance operations F&O

A more detailed overview of the different type of data field would look like this:

FourVision D365 data migration F&O finance operations Human resources

How to use the Data Integrator

Before using the Data Integrator, there are some pre-requisite.

  1. You need to have access to CDS
  2. You need to have access to the source and destination environment. For example, You should have access to Microsoft Dynamics 365 F&O and Microsoft Dynamics 365 HR to integrate.

When setting up the Data Integrator, it is important to follow three steps:

  1. Create a connection
  2. Create a connection set
  3. Create a data integration project using a template

After this setup, you have to create a connection. This can be done by going to https://web.powerapps.com. Go to Data > Connections > New connection (see image below).

New connection in data migrator d365 hr

You now have the opportunity to search for a connection or choose one from the list. This would look like this:

FourVision data migration d365 hr

Hit ‘create’ when you have provided the right credentials. You will now see that you are connected. After this, it is time to create a connection set.

 

Create a connection set

  1. Go to https://admin.powerapps.com/
  2. Click on Data Integration

1. Go to https://admin.powerapps.com/ 2. Click on Data Integration

3. Now click on ‘New connection set’ on the top right of the screen.

This is what you have to do now:

  • Provide First app connection to CDS and select right environment
  • Provide second app connection to Dynamics 365 Finance & operation and select right environment
  • Select the right organization from D365 HR and D365 F&O to sync the data.

Once the connection is completed then you can the visible details:

d365 data fo finance migration

After this step, it is time to create a Data Integration project.

Create a data integration project

  1. Go to https://admin.powerapps.com/
  2. Click on ‘Create new project’ and this window opens up:

d365 hr

Now follow the next steps:

  • Provide the project name
  • Choose the existing connection set
  • Choose template : Core HR(Talent CDS to Fin and Ops)
  • Choose the organizations
  • Once the project created then click on ‘Project’

This is what you will see next:

d365 hr data migration

Click the box left of the project you just created. Now click on ‘Task’. This is what you will see:

fourvision hr

 

Scheduling

If you click on ‘Scheduling’ you can the integrator automatically/manually. Email id can be provided to track the details.

d365 human resources data migration

 

Execution History

Once the data integrator ran, execution can be checked here.

Note: once the integrator runs, check Data management > Job history. The jobs are running here and status can be tracked here in detail.

 

Troubleshooting:

To get the execution logs, check Data management > Job history.

 

Reference links:

https://docs.microsoft.com/en-us/power-platform/admin/data-integrator

https://docs.microsoft.com/en-us/dynamics365/human-resources/hr-admin-integration-finance


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